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CIK: 0001731671
Total reported value
$278.7M
$278.7M
69 檔
16.5%
According to the latest 13F quarterly dataset, Altman Advisors, Inc. managed an equity portfolio of $278.7M at the end of Q2 2024, spanning 69 distinct U.S. exchange-listed positions.
In Q2 2024, Altman Advisors, Inc. adopted a defensive or profit-taking posture, trimming 11 positions and completely liquidating 28 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | FNOV | Ft Vest US Equity Buffer ETF | ETF-Other | 9.72% | -0.26% | +0.99% | |
| 2 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 4.69% | -0.66% | +0.58% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.03% | -0.14% | -0.07% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.84% | -0.35% | +6.70% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.79% | -0.07% | -1.41% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 3.59% | -0.11% | +1100.05% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.73% | +0.23% | -6.37% | |
| 8 | IAU | Ishares Gold Trust | ETF-Commodities | 1.98% | -0.46% | +0.71% | |
| 9 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.92% | -0.17% | -0.65% | |
| 10 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.91% | -0.04% | +17.25% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.84% | +0.08% | -0.15% | |
| 12 | XSVM | Invesco S&p Smallcap Value W | ETF-Other | 1.83% | -0.02% | +1.58% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 1.76% | -0.35% | -14.66% | |
| 14 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.55% | +0.78% | NEW | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.09% | -0.19% | |
| 16 | CEG | Constellation Energy | Stock-Utilities | 1.52% | -0.28% | -9.39% | |
| 17 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.49% | -0.46% | — | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.43% | +0.38% | -2.25% | |
| 19 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.41% | — | -3.32% | |
| 20 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 1.35% | — | +0.04% | |
| 21 | ORCL | Oracle CORP | Stock-Tech | 1.35% | -0.73% | EXIT | |
| 22 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 1.29% | — | -0.40% | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.25% | +0.02% | -1.13% | |
| 24 | MUFG | Mitsubishi Ufj Finl-spon Adr | Stock-Financials | 1.24% | +0.01% | -1.29% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.21% | +0.54% | NEW | |
| 26 | NFLX | Netflix Inc | Stock-Comm Services | 1.20% | -0.45% | +0.03% | |
| 27 | ANETEUR | Arista Networks Inc | Stock-Other | 1.16% | — | -34.66% | |
| 28 | UBS | UBS Group AG | Stock-Financials | 1.14% | +0.09% | +0.15% | |
| 29 | WMT | Walmart Inc | Stock-Consumer Staples | 1.13% | -0.68% | -0.01% | |
| 30 | C | Citigroup Inc | Stock-Financials | 1.12% | +0.07% | -1.00% | |
| 31 | ABBV | Abbvie Inc | Stock-Healthcare | 1.11% | — | +0.69% | |
| 32 | BAC | Bank Of America CORP | Stock-Financials | 1.09% | +0.01% | -0.26% | |
| 33 | WCN | Waste Connections Inc | Stock-Industrials | 1.08% | — | +0.04% | |
| 34 | TXT | Textron Inc | Stock-Industrials | 1.08% | — | +0.59% | |
| 35 | DAL | Delta Air Lines Inc | Stock-Industrials | 1.06% | — | -0.20% | |
| 36 | PRU | Prudential Financial Inc | Stock-Financials | 1.06% | — | +0.16% | |
| 37 | MFG | Mizuho Financial Group-adr | Stock-Financials | 1.06% | +0.04% | -0.92% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 1.04% | -0.01% | +0.46% | |
| 39 | ICE | Intercontinental Exchange In | Stock-Financials | 0.99% | -0.29% | +0.46% | |
| 40 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.98% | — | +1.60% | |
| 41 | HPQ | Hp Inc | Stock-Tech | 0.97% | — | -0.51% | |
| 42 | PBR | Petroleo Brasileiro-spon Adr | Stock-Energy | 0.97% | -0.30% | -0.23% | |
| 43 | EXPE | Expedia Group Inc | Stock-Consumer Disc | 0.95% | -0.06% | +1.26% | |
| 44 | SHEL | Shell Plc-adr | Stock-Energy | 0.95% | -0.29% | -1.03% | |
| 45 | MMM | 3m Co | Stock-Industrials | 0.95% | -0.03% | — | |
| 46 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 0.94% | -0.11% | +0.32% | |
| 47 | TGT | Target CORP | Stock-Consumer Disc | 0.93% | — | +0.36% | |
| 48 | PNC | Pnc Financial Services Group | Stock-Financials | 0.92% | — | +1.77% | |
| 49 | EOG | Eog Resources Inc | Stock-Energy | 0.91% | -0.18% | +0.67% | |
| 50 | BUD | Anheuser-busch Inbev-spn Adr | Stock-Consumer Staples | 0.90% | — | +0.52% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FNOV | Ft Vest US Equity Buffer ETF | +1.7% | +0.99% | Add |
| 2 | NVDA | Nvidia CORP | +1.7% | +1100.05% | Add |
| 3 | AAPL | Apple Inc | +1.3% | -0.07% | Trim |
| 4 | MMM | 3m Co | +1% | NEW | New buy |
| 5 | MSFT | Microsoft CORP | +0.9% | +6.70% | Add |
| 6 | FLJP | Franklin Ftse Japan ETF | +0.8% | NEW | New buy |
| 7 | AMZN | Amazon.com Inc | +0.7% | -1.41% | Trim |
| 8 | GOOGL | Alphabet Inc-cl A | +0.6% | -6.37% | Trim |
| 9 | META | Meta Platforms Inc-class A | +0.6% | +17.25% | Add |
| 10 | AVGO | Broadcom Inc | +0.5% | -0.15% | Trim |
| 11 | COST | Costco Wholesale CORP | +0.5% | -0.65% | Trim |
| 12 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | -2.25% | Trim |
| 13 | ORCL | Oracle CORP | +0.3% | +0.02% | Add |
| 14 | ISRG | Intuitive Surgical Inc | +0.3% | +0.04% | Add |
| 15 | NVO | Novo-nordisk A/s-spons Adr | +0.3% | -0.40% | Trim |
| 16 | TSLA | Tesla Inc | +0.3% | +0.65% | Add |
| 17 | WMT | Walmart Inc | +0.3% | -0.01% | Trim |
| 18 | HPQ | Hp Inc | +0.2% | -0.51% | Trim |
| 19 | TGT | Target CORP | 0% | +0.36% | Add |
| 20 | NKE | Nike Inc -cl B | 0% | +1.98% | Add |
| 21 | XOM | Exxon Mobil CORP | 0% | -14.66% | Trim |
| 22 | SSO | Proshares Ultra S&p500 | -0.1% | EXIT | Sold out |
| 23 | ANETEUR | Arista Networks Inc | -0.1% | -34.66% | Trim |
| 24 | SMMD | Ishares Russell 2500 ETF | -0.2% | EXIT | Sold out |
| 25 | CSCO | Cisco Systems Inc | -0.2% | EXIT | Sold out |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.3% | EXIT | Sold out |
| 27 | EFA | Ishares Msci Eafe ETF | -0.3% | EXIT | Sold out |
| 28 | PFE | Pfizer Inc | -0.6% | EXIT | Sold out |
| 29 | MCD | Mcdonald's CORP | -0.6% | EXIT | Sold out |
| 30 | BDX | Becton Dickinson And Co | -0.7% | EXIT | Sold out |
| 31 | DE | Deere & Co | -0.7% | EXIT | Sold out |
| 32 | AMT | American Tower CORP | -0.7% | EXIT | Sold out |
| 33 | ZTS | Zoetis Inc | -0.7% | EXIT | Sold out |
| 34 | EQIX | Equinix Inc | -0.7% | EXIT | Sold out |
| 35 | JNJ | Johnson & Johnson | -0.7% | EXIT | Sold out |
| 36 | UNH | Unitedhealth Group Inc | -0.7% | EXIT | Sold out |
| 37 | ADBE | Adobe Inc | -0.8% | EXIT | Sold out |
| 38 | LNG | Cheniere Energy Inc | -0.8% | EXIT | Sold out |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.8% | EXIT | Sold out |
| 40 | AMD | Advanced Micro Devices | -0.8% | EXIT | Sold out |
| 41 | SHW | Sherwin-williams Co/the | -0.8% | EXIT | Sold out |
| 42 | HD | Home Depot Inc | -0.8% | EXIT | Sold out |
| 43 | GS | Goldman Sachs Group Inc | -0.9% | EXIT | Sold out |
| 44 | MA | Mastercard Inc - A | -0.9% | EXIT | Sold out |
| 45 | CB | Chubb Limited | -0.9% | EXIT | Sold out |
| 46 | GD | General Dynamics CORP | -0.9% | EXIT | Sold out |
| 47 | DXCM | Dexcom Inc | -0.9% | EXIT | Sold out |
| 48 | HUBS | Hubspot Inc | -1% | EXIT | Sold out |
| 49 | V | Visa Inc-class A Shares | -1% | EXIT | Sold out |
| 50 | JPM | Jpmorgan Chase & Co | -1.4% | EXIT | Sold out |
According to official SEC Form 13F filings, Altman Advisors, Inc. reported a total U.S. public equity portfolio value of $278.7M across 69 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including FNOV, IEUR, AAPL) accounted for 16.5% of total reported equity market value during Q2 2024.
Top New Position Initiated
MMM
市值: $1.7M
Top Position Liquidated / Trimmed
JPM
前期市值: $2.9M
During Q2 2024, Altman Advisors, Inc.'s top holdings by market value included FNOV (9.7%)、IEUR (4.7%)、AAPL (4.0%). The largest single position, FNOV, represented 9.7% of total portfolio value.
In Q2 2024, Altman Advisors, Inc. made 50 total portfolio adjustments, initiating 2 new buys, adding to 9 positions, trimming 11 holdings, and fully liquidating 28 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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